Financial consultant in New Zealand

“Excellent service! I didn't know much about kiwisaver schemes but the staff here very kindly explained everything I needed to know. The pros and cons, and what best suits my plans for the future. Highly recommend speaking to these guys”

“Dean is a super knowledgable broker, who tailors insurance solutions for every situation. Top bloke too!”

“Theresa has a wealth of knowledge and has been amazing through my insurance review process and gave sound advice on my Kiwisaver to ensure that I will be well covered for my retirement years. Thank you Theresa for your expertise and guidance.”

“Have been a client for more than 25 years, receiving only complete satisfaction from Ian and his team. Very highly recoommended.”

“It was a pleasure working with Farea and Trent at Luminate financial group team in the purchase of my first home. They worked efficiently liaising with the lender and talking me through the process therefore making it easy for me. Communication was open and honest and they went above and beyond to help me with anything I needed which made it easy to finalise my finance. I wouldn't hesitate to recommend the team at Luminate. Title for our land was supposed to come in October but it came 6 weeks early leaving us to settle in just 2 weeks but Farea made sure that everything went smoothly and settlement happened on the given date. Massive regards to Farea Khan especially for facilitating everything so professionally and so efficiently. Feeling so blessed with help from these guys.”

“After emailing ~10 financial advisers looking for some general planning & guidance Raiden's response stood out the most. Sadly, in many cases, the FAs who responded seemed disinterested and surprisingly dismissive - I can only imagine this contributes to so many of us putting off financial planning! Raiden came across as someone who agrees FA is for everyone, not just the wealthy. Even via email I found him engaging and easy to talk to. We had an initial session after I'd completed the self assessment he shared, it was so helpful to see where I'm on track, and where I had opportunities to improve/ think a little differently about my finances. I left our session with a few simple 'quick wins' to get started with, and some guiding principles around money management. I don't have the typical financial goals that many people do (e.g. saving for a house, or to have children etc), but that didn't matter - Raiden's approach is focused more around a clients personal values, and he helps to build a financial picture from there. I'll be recommending him to my network as someone to reach out to.”

“Luke was such a gem with helping me sort out my KiwiSaver. He really took the time to explain it thoroughly and answered all my questions so that I understood completely and could make well informed decisions. He is super knowledgeable and very trustworthy. I highly recommend Luke and the team at Jordan Financial Planning.”